See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,286 | $60,022-37.9% | $88,946-58.1% | $84,808-56.0% |
| Participation rate | 38.1% | 57.8%-19.7pp | 68.8%-30.8pp | 68.3%-30.2pp |
| Annual return | 19.33% | 22.43%-3.1pp | 57.82%-38.5pp | 40.90%-21.6pp |
| Employer contribution / active EE | $553 | $1,703-67.5% | $2,555-78.3% | $2,631-79.0% |
| Participant deferral / active EE | $1,314 | $3,114-57.8% | $4,581-71.3% | $4,212-68.8% |
| Admin fee / account holder | $3,106 | $4,811-35.4% | $8,261-62.4% | $7,344-57.7% |